Dean Adams Packard

Dean Adams Packard

CFP®, CIMA®
Wealth Management AdvisorCETERA INVESTMENT ADVISERS
Naples, FL
·CRD# 1340896·41 years registered

Professional Summary

Dean Adams Packard, CFP®, CIMA® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Naples, Florida and CETERA WEALTH SERVICES, LLC located in Bethesda, Maryland. Dean is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Dean has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

$100K–$250K

Account Minimum

100–250

Active Clients

Services Offered

  • Estate & Legacy Planning
  • Financial Planning
  • Retirement Planning

Specializations

Equity Compensation

Other Aliases

There are no additional aliases reported.

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